Financial Advisory as a way of life

The Team

service with a smile

Our People

We work together in a collaborative effort to achieve your financial goals. We’re truthful and honest, and when faced with a difficult decision we will always do the right thing for our clients. We put our clients at the center of our business and focus on our virtues, strength, and relationships with our clients, as we do in our family. 

Mark Falter


Phil Anderson

General Counsel

Tim Womack, CFA

Chief Investment Offier

Amy Falter

Vice President

Caleb Falter


Katie Hill

Client Service Representative

Joshua Falter


Arlene Mauery

New Business Processor

Ashley Haas

Accounts Payable

Tara Smith


Tara Smith


Natalie O'Reilly

Operations Manager

Jessica Bokath

Director of Marketing Client Experience

Juilana Shipp

Director of Marketing Operations

You Deserve The Best Financial Advisors

over 80 years of combined Financial experience

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